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Concert Wealth Management’s Korn Ferry KFY Stock Holding History

Concert Wealth Management’s Portfolio KFY Stock Details KFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-22,105
Closed -$637K – 716
2016
Q1 		$637K Buy
+22,105
New +$633K 0.09% 287

Other funds holding KFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Concert Wealth Management's KFY Position: Q2 2016 in Review

Concert Wealth Management sold out of Korn Ferry (KFY) in Q2 2016, closing a stake of 22,105 shares — an estimated $637K sold.

Concert Wealth Management first reported a position in KFY in Q1 2016 and held it in 1 quarter. The position peaked at $637K in Q1 2016. 195 funds tracked by Wall St. Rank hold KFY as of Q2 2016.

  • Concert Wealth Management reported no remaining Korn Ferry position as of Q2 2016 after selling out during the quarter.
  • Concert Wealth Management sold 22,105 Korn Ferry shares in Q2 2016, an estimated $637K.
  • Concert Wealth Management first reported a position in Korn Ferry in Q1 2016 and held it in 1 quarter.
  • Concert Wealth Management's Korn Ferry position peaked at $637K in Q1 2016.
  • 195 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.